13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001082215
申報總市值
US$27.1億
US$27.1億
182 檔
24.8%
Q4 2024 季度申報顯示，Northeast Investment Management 揭露的美股組合總市值為 US$27.1億，涵蓋 182 個不同之權益投資部位。
Northeast Investment Management 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 34 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Northeast Investment Management 的前 5 大持股（包含 NVDA, AAPL, AMZN）貢獻了組合市值的 24.8%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 7.54% | +0.07% | -3.09% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.38% | +0.21% | -1.16% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.40% | +0.63% | -0.59% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.88% | -0.34% | +0.29% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.64% | +0.54% | -1.44% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.90% | -0.64% | -1.13% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.60% | +0.03% | -0.99% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.80% | -0.19% | -0.58% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.71% | -0.29% | +3.56% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.48% | +0.10% | +35.14% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.15% | -0.02% | -0.88% | |
| 12 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.07% | -0.53% | +3.10% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.00% | -0.16% | -0.31% | |
| 14 | UNP | Union Pacific CORP | 股票-工業 | 1.94% | -0.01% | -1.70% | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.94% | -0.03% | EXIT | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.83% | +0.34% | +4.34% | |
| 17 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.80% | -0.26% | -0.11% | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 1.78% | -0.14% | -1.29% | |
| 19 | ABBNY | Abb Ltd-spon Adr | 股票-工業 | 1.77% | +0.44% | -0.46% | |
| 20 | BX | Blackstone Inc | 股票-金融 | 1.68% | -0.24% | -1.89% | |
| 21 | AMT | American Tower CORP | 股票-房地產 | 1.44% | -0.21% | -3.92% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 1.43% | -0.37% | +2.66% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.31% | -0.22% | -0.56% | |
| 24 | HON | Honeywell International Inc | 股票-工業 | 1.28% | -0.93% | EXIT | |
| 25 | WM | Waste Management Inc | 股票-工業 | 1.19% | -0.20% | +2.92% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.16% | -0.13% | -4.56% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.14% | -0.07% | +3.45% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.10% | -0.23% | -1.29% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.09% | +0.10% | +16.54% | |
| 30 | NOW | Servicenow Inc | 股票-科技 | 1.08% | -0.12% | EXIT | |
| 31 | ASML | ASML Holding N.V. | 股票-科技 | 1.04% | +0.65% | -16.87% | |
| 32 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.02% | +0.11% | +1.97% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.92% | +0.10% | -3.43% | |
| 34 | URI | United Rentals Inc | 股票-工業 | 0.90% | +0.36% | +7.96% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | -0.34% | -2.35% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.80% | -0.08% | -15.54% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.79% | +0.01% | +2.53% | |
| 38 | BLK | Blackrock Inc | 股票-金融 | 0.78% | -0.08% | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | -0.06% | -0.56% | |
| 40 | DE | Deere & Co | 股票-工業 | 0.74% | — | -7.11% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.24% | -4.04% | |
| 42 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.64% | -0.06% | +42.73% | |
| 43 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.59% | -0.09% | -5.19% | |
| 44 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.54% | -0.02% | -0.05% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.51% | +0.08% | +4.92% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.47% | -0.09% | -0.13% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.46% | +0.95% | +160.30% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.43% | -0.03% | -5.46% | |
| 49 | TSLA | Tesla Inc | 股票-循環性消費 | 0.42% | +0.02% | -0.10% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.41% | +0.01% | -1.07% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.8% | NEW | 新建倉 |
| 2 | AMZN | Amazon.com Inc | +0.7% | -0.59% | 減碼 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.7% | +35.14% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.44% | 減碼 |
| 5 | NVDA | Nvidia CORP | +0.4% | -3.09% | 減碼 |
| 6 | V | Visa Inc-class A Shares | +0.4% | -0.99% | 減碼 |
| 7 | AAPL | Apple Inc | +0.4% | -1.16% | 減碼 |
| 8 | NOW | Servicenow Inc | +0.3% | +21.25% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -0.88% | 減碼 |
| 10 | NFLX | Netflix Inc | +0.2% | +72.99% | 加碼 |
| 11 | TJX | Tjx Companies Inc | +0.2% | +42.73% | 加碼 |
| 12 | WMT | Walmart Inc | +0.2% | +2.66% | 加碼 |
| 13 | ISRG | Intuitive Surgical Inc | +0.2% | +3.10% | 加碼 |
| 14 | VB | Vanguard Small-cap ETF | +0.2% | +16.54% | 加碼 |
| 15 | GS | Goldman Sachs Group Inc | +0.2% | +1.97% | 加碼 |
| 16 | TSLA | Tesla Inc | +0.2% | -0.10% | 減碼 |
| 17 | BX | Blackstone Inc | +0.1% | -1.89% | 減碼 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +3.56% | 加碼 |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +160.30% | 加碼 |
| 20 | SPOT | Spotify Technology S.A. | +0.1% | +27.14% | 加碼 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -3.43% | 減碼 |
| 22 | HON | Honeywell International Inc | +0.1% | -2.36% | 減碼 |
| 23 | COST | Costco Wholesale CORP | +0.1% | -1.13% | 減碼 |
| 24 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +4.92% | 加碼 |
| 25 | SLB | Slb LTD | -0.1% | -34.37% | 減碼 |
| 26 | URI | United Rentals Inc | -0.1% | +7.96% | 加碼 |
| 27 | PFE | Pfizer Inc | -0.1% | -36.46% | 減碼 |
| 28 | SHW | Sherwin-williams Co/the | -0.1% | -0.05% | 減碼 |
| 29 | VEA | Vanguard Ftse Developed ETF | -0.1% | -5.93% | 減碼 |
| 30 | ACN | Accenture plc | -0.1% | -2.15% | 減碼 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.58% | 減碼 |
| 32 | UPS | United Parcel Service-cl B | -0.1% | -29.33% | 減碼 |
| 33 | MCD | Mcdonald's CORP | -0.1% | -1.29% | 減碼 |
| 34 | PEP | Pepsico Inc | -0.1% | -5.19% | 減碼 |
| 35 | XOM | Exxon Mobil CORP | -0.1% | -2.35% | 減碼 |
| 36 | MSFT | Microsoft CORP | -0.1% | +0.29% | 加碼 |
| 37 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -29.28% | 減碼 |
| 38 | ABBNY | Abb Ltd-spon Adr | -0.2% | -0.46% | 減碼 |
| 39 | LLY | Eli Lilly & Co | -0.2% | +4.34% | 加碼 |
| 40 | LOW | Lowe's Cos Inc | -0.2% | -0.11% | 減碼 |
| 41 | JNJ | Johnson & Johnson | -0.2% | -4.56% | 減碼 |
| 42 | UNP | Union Pacific CORP | -0.2% | -1.70% | 減碼 |
| 43 | NEE | Nextera Energy Inc | -0.3% | -0.56% | 減碼 |
| 44 | NKE | Nike Inc -cl B | -0.4% | -56.01% | 減碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.4% | -0.31% | 減碼 |
| 46 | DHR | Danaher CORP | -0.4% | -1.29% | 減碼 |
| 47 | ADBE | Adobe Inc | -0.5% | -84.21% | 減碼 |
| 48 | AMT | American Tower CORP | -0.5% | -3.92% | 減碼 |
| 49 | ASML | ASML Holding N.V. | -0.5% | -16.87% | 減碼 |
| 50 | BLKCHF | Blackrock Inc | -0.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Northeast Investment Management 在 Q4 2024 季度的美股持倉總市值約為 US$27.1億，共申報了 182 個公開持股部位。
在 Q4 2024 季度，Northeast Investment Management 按市值排列的前三大核心持股分別為：NVDA (7.5%)、AAPL (7.4%)、AMZN (5.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.5% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
BLK
市值: US$1768.3萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$1674.4萬
在 Q4 2024 季度中，Northeast Investment Management 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 15 個部位、減碼 33 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。